Annuity Buzz
By John Williams, Regional Sales Director, Individual Annuities. Reprinted with permission from original source, InsuranceNewsNet.
For an unmarried couple, designating a beneficiary who isn’t a spouse can be complicated. Advisors can approach a conversation with an unmarried couple by selling to each individual.
By John Williams, Regional Sales Director, Individual Annuities. Reprinted with permission from original source, Advisor Magazine.
While it’s normal for people to want the best return on their investments, waiting to buy an annuity could mean a missed opportunity.
By Mark MacGillivray, Sales Director, Financial Institutions, Individual Annuities. Published originally in InsuranceNewsNet.
Most clients don’t know that a Medicaid SPIA exists — let alone the steps they should take when considering one.
Rick Headley and Rebecca Mattingly have joined our Annuities administration leadership team, and Brittany Bobbitt takes on a new role as director of Individual Annuities administration.
Businesses of all kinds are delivering and signing documents online — and realizing the many benefits. That’s why we’re now providing online delivery of annuity contracts through DocuSign.
A beneficiary review is good for your clients and for your business. Take a minute to review our list of questions to ask. These can help you initiate a more detailed annuity review and position yourself as a trusted advisor.
By Rich Lane, Vice President of Sales and Marketing. Reprinted with permission from original source Advisor Magazine.
By better understanding everything that has happened in 2020, you can prepare for what is likely to influence buying behavior next year.
By Rich Lane, Vice President of Sales and Marketing. Reprinted with permission from original source Advisor Magazine.
When beginning an annuity conversation with clients, you should first position their features and benefits to keep the focus on how the product can support their investments needs.
Wondering which Annuity Buzz sales ideas were the most popular in 2020? See them again to freshen your sales strategies and use our client-friendly flyers.
